Scheduling - Copy & Link

Copying and linking schedules can help streamline your planned maintenance setup by minimizing repetitive work. This guide covers how to copy schedules that can be independently edited and how to Link a common schedule to multiple similar equipment.

In this Guide we will use the example of three generators that are the same make and model and demonstrate both copying and linking a 500 Hour Service schedule.

Copying Schedules

Copying creates an new standalone schedule, which can then be independently edited.

Steps to Copy a Schedule:

Using the example mentioned above, you first need to create a 500 hour Schedule for one of the Generator's, ensure you add all the relevant information and assign any spares that will be required as these will be copied to the new Schedules.

1. Select the 500 Hour Service schedule (or your chosen schedule).

2. Click the Action (+) button and choose Copy.

3. Select the Equipment to Copy this schedule too using the Multi Select Check boxes in the grid.

4. Click Copy and the new schedules will be copied to the selected Equipment.

Note: After copying the Schedule you should update the Date Next Due and / or the Hours Next Due as these values are inherited from the original schedule.

Linking Schedules

Linking schedules is useful when you have multiple Equipment that is the same Make and Model. Linked schedules remain synchronized meaning edits to one will update the information for all the linked schedules.

Steps to Link a Schedule:

Again using the example above, you first need to create a 500 hour Schedule for one of the Generator's.

1. Select the 500 Hour Service schedule (or your chosen schedule).

2. Click the Action (+) button and choose Link.

3. Select the Equipment to Link this schedule too using the Multi Select Check boxes in the grid.

4. Click Link to complete the process.

You will now see the linked schedule on each piece of equipment, marked with a Link icon.

Note: After Linking the Schedule you should update the Date Next Due and / or the Hours Next Due as these values are inherited from the original schedule but should be independently set for each piece of Equipment.

Unlinking a Schedule

If you need to independently edit a schedule that is currently linked to other Equipment you will need to Unlink it, this breaks the link while retaining the related data and completion history.

Click the Action (+) button and choose Unlink. The schedule can now be independently edited without affecting any other schedules.

Note: Unlinking a Schedule also unlinks any spares so you may need to manually re-add spares to the newly independent schedule.